Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$57.3M
3
+$44.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.6M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$19.7M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.47%
4 Financials 4.27%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.96M 0.07%
53,425
+11,457
277
$8.92M 0.07%
342,916
+242,936
278
$8.89M 0.07%
243,894
-9,174
279
$8.88M 0.07%
81,333
-45,907
280
$8.84M 0.07%
16,252
+863
281
$8.84M 0.07%
528,915
-32,085
282
$8.81M 0.07%
174,158
+15,935
283
$8.75M 0.07%
274,307
+20,410
284
$8.74M 0.07%
713,478
-11,040
285
$8.73M 0.07%
175,482
+7,659
286
$8.73M 0.07%
68,723
+3,328
287
$8.71M 0.07%
217,716
+209,357
288
$8.7M 0.07%
40,532
+2,751
289
$8.66M 0.07%
78,222
+23,724
290
$8.61M 0.06%
36,741
+7,339
291
$8.43M 0.06%
249,172
-28,645
292
$8.43M 0.06%
77,249
+1,152
293
$8.42M 0.06%
266,780
+31,340
294
$8.39M 0.06%
105,369
+4,439
295
$8.37M 0.06%
178,540
+35,680
296
$8.36M 0.06%
205,058
+2,909
297
$8.26M 0.06%
37,652
-8,402
298
$8.07M 0.06%
5,067
+400
299
$8.03M 0.06%
241,569
+208,469
300
$7.98M 0.06%
190,012
+35,474
10 11
12
13 14